GVEQX Mutual Fund

GVEQX Mutual Fund

NAV$160.75
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Returns Overview

1 Month
-1.62%
3 Months
+1.22%
6 Months
+13.14%
YTD
+8.82%
1 Year
+11.59%
3 Years (annualized)
+21.81%
5 Years (annualized)
+12.75%
10 Years (annualized)
+15.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVEQX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+9.91%
vs Peers
-1.09%

GVEQX Mutual Fund Performance

GVEQX performance across multiple time periods: 1-month -1.62%, YTD 8.82%, 1-year 11.59%, 3-year 21.81%, 5-year 12.75%, 10-year 15.21%.

GVEQX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

GVEQX vs another fund shows side-by-side returns. GVEQX alternatives are available in the Mutual Fund Screener.